Set up Optimizely Account

Before you begin, you will need the following:

  • Optimizely Account

  • CrossEngage Account

  • A website that implements the Optimizely snippet. See this page for more information.

  • User data that includes the Optimizely identifier

Setting Up Dynamic Customer Profiles

Dynamic Customer Profiles (DCP) function as a storage facility for customer data on Optimizely. The data stored there can be used on platforms implementing the Optimizely snippet.

The process for setting up DCPs is explained in the Personalization: Create Audiences with Dynamic Customer Profiles guide on Optimizely. Complete the following steps in the guide:

  • Create a DCP Service

  • Add a datasource

  • Define attributes

Creating an API Token

  • In Optimizely, click on your profile in the bottom right corner.

  • Go to the API Access Tab.

  • Click on Generate new Token.

  • Give your token a meaningful name, and click on Create.

An API token is required in order for CrossEngage to access the Optimizely API. Complete the steps in the Generate an API token in Optimizely Classic guide to generate an API token. Save this value, as it will be required for the CrossEngage integration setup later.

Transferring User Data to CrossEngage

Configuring User Attributes

During the DCP setup, you configured a unique ID in step 5 of Add a datasource. In order to store this unique ID value in CrossEngage, you can either create a new trait or use an existing trait. The value used will be configured in the integration setup. Ensure that you include this trait when creating users in the next step.

Creating users

Users can be loaded on to the CrossEngage platform via the API or through the User Feed. Consult the Data Management documentation to learn more.

Last updated